Estate planning at Bangor Savings
How to protect 15 Bangor Savings accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Bangor Savings's Bangor Wealth Management
Phone1-877-226-4671
Mailing Address
Bangor Savings Bank, PO Box 930, Bangor, ME 04402
Administration
Phone Banking
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-877-226-4671
Mailing Address
Bangor Savings Bank, PO Box 930, Bangor, ME 04402
Verified May 2026
Bangor Savings offers 15 consumer accounts that interact with estate planning in distinct ways. Of those, 13 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Account holders can update their beneficiary designations at Bangor Savings in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Bangor Savings has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Bangor Savings.
View details →When someone dies
Death claim process
Contact Bangor Savings's Bangor Wealth Management to file a claim. 5-step process, 7 required documents, and contact information for survivors.
View details →Reach Bangor Savings's Bangor Wealth Management at 1-800-585-6145 for help with any of these procedures. Email inquiries can be sent to wealth@bangor.com.
Because Bangor Savings serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. Bangor Wealth Management provides professional trust administration services, including serving as Trustee or co-Trustee for both revocable and irrevocable trusts. Services include investment management aligned with trust objectives, discretionary distributions through a consistent review process, tax reporting, and annual consultations with clients and advisors. Bangor Wealth Management of New Hampshire LLC, a wholly-owned subsidiary, offers access to favorable New Hampshire trust and tax laws for both residents and non-residents. Contact the wealth management team at 1-800-585-6145 or wealth@bangor.com.
Yes. The Statement Savings account has a fiduciary version designed specifically for trust and estate accounts. This can be used by executors, administrators, or trustees who need to manage funds on behalf of an estate or trust. Visit a local branch with the trust or estate documentation to open a fiduciary account.
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank that provides trust and wealth management services with access to favorable New Hampshire trust and tax laws. The subsidiary serves both New Hampshire residents and non-residents seeking the benefits of New Hampshire trust law. Contact the wealth management team at 1-800-585-6145 or wealth@bangor.com.
Yes. Checking, savings, money market, and CD accounts can be retitled into a revocable or irrevocable trust. Bangor Savings Bank does not offer online retitling -- visit a branch (recommended) or call 1-877-226-4671 with a Certification of Trust (also called a Trust Abstract or Affidavit of Trust) or the full trust agreement, photo ID for all trustees, and the trust's EIN or grantor SSN. IRA accounts cannot be retitled to a trust; for an IRA, a trust can only be named as beneficiary using the IRA Beneficiary Designation form.
Sources
Data sourced from Bangor Savings primary sources (17 pages reviewed). How we research.
Phone1-877-226-4671
Mailing Address
Bangor Savings Bank, PO Box 930, Bangor, ME 04402
Administration
Phone Banking
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-877-226-4671
Mailing Address
Bangor Savings Bank, PO Box 930, Bangor, ME 04402
Verified May 2026
Estate planning articles
Learn how to protect your Bangor Savings accounts and other assets with trusts, beneficiary designations, and estate planning documents.
